Ameritas Advisory Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Ameritas Advisory Services’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.2M	Buy	86,317 +34,166	+66%	+$9.79M	0.53%	46
2026 Q1	$13.7M	Sell	52,151 -1,698	-3%	-$460K	0.53%	48
2025 Q4	$13.9M	Buy	53,849 +37,333	+226%	+$9.56M	0.52%	45
2025 Q3	$4.2M	Sell	16,516 -46,500	-74%	-$11.5M	0.27%	73
2025 Q2	$14.9M	Sell	63,016 -9,322	-13%	-$2.08M	0.78%	20
2025 Q1	$16.3M	Buy	72,338 +6,546	+10%	+$1.56M	0.66%	29
2024 Q4	$15.8M	Sell	65,792 -2,879	-4%	-$708K	0.55%	39
2024 Q3	$16.3M	Buy	68,671 +2,684	+4%	+$610K	0.7%	28
2024 Q2	$14.4M	Buy	65,987 +20,989	+47%	+$4.61M	0.54%	36
2024 Q1	$10M	Buy	44,998 +20,574	+84%	+$4.43M	0.41%	52
2023 Q4	$5.26M	Sell	24,424 -3,310	-12%	-$638K	0.29%	80
2023 Q3	$5.17M	Buy	27,734 +7,366	+36%	+$1.47M	0.26%	78
2023 Q2	$4.01M	Sell	20,368 -5,515	-21%	-$1.04M	0.52%	35
2023 Q1	$4.9M	Sell	25,883 -12,967	-33%	-$2.51M	0.25%	82
2022 Q4	$7.13M	Buy	38,850 +2,421	+7%	+$449K	0.33%	65
2022 Q3	$6.23M	Sell	36,429 -1,784	-5%	-$337K	0.37%	56
2022 Q2	$6.73M	Sell	38,213 -2,795	-7%	-$540K	0.39%	51
2022 Q1	$8.71M	Buy	41,008 +4,282	+12%	+$901K	0.32%	56
2021 Q4	$8.3M	Buy	+36,726	New	+$8.35M	0.3%	65

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Ameritas Advisory Services's VB Position: Q2 2026 in Review

Ameritas Advisory Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 66% in Q2 2026, buying an estimated $9.79M and bringing the position to 86,317 shares worth $26.2M. The position accounts for 0.53% of the portfolio, ranked #46.

Ameritas Advisory Services first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,463 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Ameritas Advisory Services held 86,317 shares of Vanguard Morningstar Small-Cap ETF worth $26.2M as of Q2 2026.
Ameritas Advisory Services bought 34,166 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $9.79M.
Vanguard Morningstar Small-Cap ETF made up 0.53% of Ameritas Advisory Services's portfolio in Q2 2026, its #46 holding.
Ameritas Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
2,463 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.